Survey: Wealth Managers on Charitable Giving Planning

In the wealth management sector, it’s a well-known fact that high-net-worth investors are charitable. What’s less certain is how this fact translates into an effective strategy for counseling clients and building a practice. To answer these questions, Foundation Source surveyed more than 100 wealth managers across the country. The findings are in this report.

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Foundation Source is the nation’s largest provider of comprehensive support services for private foundations, serving more than 1,300 family, corporate, and professionally staffed foundations, of all sizes, nationwide.